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Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
2251
Stonebridge Financial Planning Group
Florida
$38K +$37.1K +690 New
SQA
2252
Simon Quick Advisors
New Jersey
$37K +$20.4K +379 +129%
CAL
2253
Capital Advisors Ltd
Ohio
$36K +$215 +4 +0.6%
IWP
2254
IAG Wealth Partners
Wisconsin
$36K +$34.9K +650 New
MWC
2255
MBM Wealth Consultants
Missouri
$34K -$6.5K -121 -17%
QCMC
2256
Quantum Capital Management (California)
California
$34K – – –
CWM
2257
Cranbrook Wealth Management
Michigan
$33K – – –
HR
2258
Howe & Rusling
New York
$33K +$6.99K +130 +28%
VCS
2259
Vaughan & Co Securities
New Jersey
$31.8K +$30.9K +574 New
IWA
2260
Intercontinental Wealth Advisors
Texas
$31K – – –
LFASL
2261
Lugano Financial Advisors SA (LFA)
Switzerland
$31K +$29.7K +552 New
PW
2262
Price Wealth
Texas
$28K +$26.9K +500 New
AWA
2263
Artemis Wealth Advisors
New York
$26.3K +$25.5K +475 New
CWM
2264
Cedar Wealth Management
California
$26K – – –
AWMS
2265
Advocacy Wealth Management Services
Georgia
$25K – – –
MS
2266
Mizuho Securities
Japan
$22K -$58.1K -1,080 -73%
VEA
2267
Virtus ETF Advisers
New York
$22K +$2.69K +50 +14%
HCM
2268
Horrell Capital Management
Arkansas
$20K – – –
TCM
2269
TD Capital Management
Tennessee
$20K – – –
FCT
2270
Family Capital Trust
Massachusetts
$19K – – –
JAM
2271
JCIC Asset Management
Ontario, Canada
$17K – – –
PC
2272
Permanens Capital
New York
$17K – – –
WCM
2273
Wealthcare Capital Management
Virginia
$17K +$16.1K +299 New
SIC
2274
Samalin Investment Counsel
New York
$17K +$17.3K +322 New
TIM
2275
Tortoise Investment Management
New York
$16K – – –